# Loar Holdings Inc. (LOAR) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Industrials / Aerospace & Defense. Price $67.85, market value $6.4 billion.

## Valuation
- **P/E (trailing): 95.6×** (5-yr avg 199.3×, 3-yr avg 199.3×). Loar Holdings Inc. trades at 95.6× trailing earnings, well below its own five-year average of 199.3×: cheap by its own standards. The Industrials median in the September 2026 study was 25.7×. Forward P/E is 42.0×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.20**. A PEG of 0.20 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 10.8×**. Each dollar of revenue is priced at 10.8×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 5.3×**. The shares trade at 5.3× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 49.6×**. Enterprise value is 49.6× operating earnings before depreciation, the multiple that ignores how the company is financed; above 20× is demanding.
- **Earnings yield: 1.0%**. The inverse of the P/E: 1.0% of the price is earned each year.

## Profitability
- **Gross margin: 52.2%**. Loar Holdings Inc. keeps 52.2% of revenue after the direct cost of what it sells.
- **Operating margin: 21.9%**. 21.9% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 14.5%**. 14.5% of each dollar of sales reaches the bottom line.
- **Return on equity: 6.1%**. 6.1% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 5.6%**. Return on all capital, debt included, is 5.6%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 3.4%**. Each dollar of assets produces 3.4% of profit.

## Growth
- **Revenue growth (1 yr): 23.2%**. Revenue grew 23.2% over the last year.
- **EPS growth (1 yr): 212.5%**. Earnings per share rose 212.5%, faster than revenue, so margins expanded or the share count shrank.

## Financial health
- **Debt to equity: 0.61**. Debt is 0.61 times equity, moderate leverage.
- **Net debt / EBITDA: 4.5×**. It would take 4.5 years of operating earnings to repay net borrowings, above the 3× level most lenders treat as comfortable.
- **Altman Z-score: 5.69**. A Z-score of 5.69 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend: none**. Loar Holdings Inc. does not currently pay a dividend.

## Price and momentum
- **Total return (1 yr): -8.0%** (YTD -0.2%, 3-mo 7.2%). The shares are down 8.0% over twelve months including dividends.
- **From 52-week high: -18.7%** (27.7% above the low). Trading 19% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 38**. An RSI of 38 is neutral.
- **Beta (1 yr): 1.62** (volatility 42%). Beta of 1.62 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=LOAR · Page: https://foliofundamentals.com/stocks/loar

Not investment advice.